Periodicals Librarian Templates

Looking for Periodicals Librarian Templates to download? See the main templates that a Periodicals Librarian would use in their day-to-day work.

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Periodicals Librarian Templates

There is a huge number of templates that someone in the Periodicals Librarian role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Periodicals Librarian. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Acquisitions Report
2. Periodical Subscription Renewal Form
3. Interlibrary Loan Request Form
4. Periodical Usage Statistics Spreadsheet
5. Periodical Budget Proposal
6. Periodical Collection Development Policy
7. Periodical Evaluation Form
8. Periodical Holdings Inventory Spreadsheet
9. Periodical Cataloging Template
10. Periodical Display Schedule


Reports are often prepared by a Periodicals Librarian to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Circulation Report
2. Subscription Renewal Report
3. Interlibrary Loan Report
4. Collection Development Report
5. Periodical Usage Report
6. Serials Check-in Report
7. Missing Issues Report
8. Budget Expenditure Report
9. Vendor Performance Report
10. User Feedback Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Periodicals Librarian does and how they do it.

1. Periodicals Acquisition SOP
2. Periodicals Cataloging SOP
3. Periodicals Shelving SOP
4. Periodicals Circulation SOP
5. Periodicals Preservation SOP
6. Periodicals Interlibrary Loan SOP
7. Periodicals Weeding SOP
8. Periodicals Display SOP
9. Periodicals Usage Statistics SOP
10. Periodicals Collection Development SOP


Periodicals Librarian presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Library Statistics Report
2. New Acquisitions Showcase
3. Library Events Calendar
4. Periodicals Usage Analysis
5. Library Outreach Initiatives Update

Legal Docs

There are several key times when a Periodicals Librarian needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Copyright Permission Request Form
2. Interlibrary Loan Agreement
3. Subscription Agreement
4. Digital Access License Agreement
5. Periodical Donation Acceptance Form

Health & Safety Templates

Health & Safety templates for a Periodicals Librarian ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Fire Safety Inspection Checklist
2. Monthly Emergency Evacuation Plan
3. Monthly Hazardous Materials Inventory
4. Monthly First Aid Kit Inspection Checklist
5. Monthly Ergonomics Assessment Form


Setting up Periodicals Librarian calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Events Calendar
2. Staff Meeting Calendar
3. Publication Deadlines Calendar
4. Collection Maintenance Calendar
5. Special Exhibitions Calendar

Invoice Templates

Several types of Periodicals Librarian invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Subscription Invoice
2. Interlibrary Loan Invoice
3. Photocopying Invoice
4. Late Return Invoice
5. Fine Payment Invoice

Survey Templates

For a Periodicals Librarian to get insights related to the work they do, they need to send out Periodicals Librarian surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Patron Satisfaction Survey
2. Collection Development Survey
3. Program Evaluation Survey
4. Digital Resources Usage Survey
5. Interlibrary Loan Services Survey

Meeting Agendas

Having premade Periodicals Librarian meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Staff Meeting
2. Collection Development Meeting
3. Periodicals Review Meeting
4. Budget Planning Meeting
5. Outreach and Promotion Meeting

Budget Templates

To manage finances well, a Periodicals Librarian would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Operating Budget Template
2. Staffing Budget Template
3. Collection Development Budget Template
4. Programming and Events Budget Template
5. Technology and Equipment Budget Template


Dashboards are a useful way for a Periodicals Librarian to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Subscription Dashboard
2. Collection Analysis Dashboard
3. User Engagement Dashboard
4. Budget and Expenditure Dashboard
5. Periodical Usage Dashboard

Proposal Templates

For bidding or requesting work, a Periodicals Librarian needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Subscription Proposal
2. Digital Archive Proposal
3. Periodical Acquisition Proposal
4. Interlibrary Loan Proposal
5. Collection Development Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Periodicals Librarian templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.